RIM
ES icon

Redwood Investment Management’s Eversource Energy ES Stock Holding History

Redwood Investment Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$725K Sell
10,466
-644
-6% -$45.5K 0.09% 203
2025
Q4 		$748K Sell
11,110
-9,263
-45% -$650K 0.08% 229
2025
Q3 		$1.45M Sell
20,373
-7,078
-26% -$464K 0.16% 94
2025
Q2 		$1.75M Buy
27,451
+135
+0.5% +$8.32K 0.19% 109
2025
Q1 		$1.7M Sell
27,316
-2,502
-8% -$149K 0.18% 104
2024
Q4 		$1.71M Buy
29,818
+788
+3% +$49.1K 0.17% 137
2024
Q3 		$1.96M Sell
29,030
-5,435
-16% -$351K 0.17% 134
2024
Q2 		$1.95M Sell
34,465
-1,043
-3% -$61.8K 0.17% 139
2024
Q1 		$2.12M Buy
+35,508
New +$2.04M 0.2% 128

Other funds holding ES

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return